LRWM
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Lord & Richards Wealth Management’s TrueShares Structured Outcome July ETF JULZ Stock Holding History

Lord & Richards Wealth Management’s Portfolio JULZ Stock Details JULZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-480
Closed -$19.3K – 112
2025
Q1 		$19.3K Buy
+480
New +$20K 0.02% 105

Other funds holding JULZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Lord & Richards Wealth Management's JULZ Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of TrueShares Structured Outcome July ETF (JULZ) in Q2 2025, closing a stake of 480 shares — an estimated $19.3K sold.

Lord & Richards Wealth Management first reported a position in JULZ in Q1 2025 and held it in 1 quarter. The position peaked at $19.3K in Q1 2025. 22 funds tracked by Wall St. Rank hold JULZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining TrueShares Structured Outcome July ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 480 TrueShares Structured Outcome July ETF shares in Q2 2025, an estimated $19.3K.
  • Lord & Richards Wealth Management first reported a position in TrueShares Structured Outcome July ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's TrueShares Structured Outcome July ETF position peaked at $19.3K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held TrueShares Structured Outcome July ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.